|
⚲
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| Westshore Wealth LLC
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| |
|---|---|
| CRD # | 283843 |
| SEC # | 801-108664 |
| CIK # | 0001806366 |
| AUM | $473.8 MM (2024-03-26) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 949-825-7505 |
| Address | 4041 MacArthur Blvd Newport Beach, CA 92660 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 16 | 2.5 |
| (b) Individuals (high net worth individuals) | 167 | 461.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 9.3 |
| (h) Charitable organizations | 0 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 692 | 473.8 |
| By Discretionary | ||
| Discretionary | 665 | 441.1 |
| Non-Discretionary | 27 | 32.6 |
| Total | 692 | 473.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 473.8 | |
| Total | 692 | 473.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001806366] |
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